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iShares Russell 1000 Value ETF

1,545 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+111
Holders Change %
+7.74%
% of All Funds
22.65%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
216
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
551
Coldstream Capital Management
Washington
$1.88M +$725K +4,385 +63%
FFN
552
Focus Financial Network
Minnesota
$1.87M +$951K +5,754 +103%
SI
553
Saxon Interests
Texas
$1.86M +$1.86M +11,252 New
MWP
554
MYCIO Wealth Partners
Pennsylvania
$1.86M +$6.61K +40 +0.4%
TSW
555
Thompson Siegel & Walmsley
Virginia
$1.84M +$62.6K +379 +4%
FWP
556
FAS Wealth Partners
Kansas
$1.84M -$136K -821 -7%
TFA
557
Tobias Financial Advisors
Florida
$1.83M -$52.2K -316 -3%
JIC
558
Joel Isaacson & Co
New York
$1.83M +$23.6K +143 +1%
WFA
559
WestHill Financial Advisors
California
$1.83M -$11.4K -69 -0.6%
SWM
560
SilverOak Wealth Management
Minnesota
$1.82M +$1.82M +11,005 New
USCWA
561
U.S. Capital Wealth Advisors
Texas
$1.82M -$5.33M -32,230 -75%
AWM
562
Axxcess Wealth Management
California
$1.81M +$601K +3,636 +50%
FAM
563
Forte Asset Management
New York
$1.81M +$1.81M +10,959 New
SFG
564
Summit Financial Group
West Virginia
$1.79M -$58.8K -356 -3%
P
565
&Partners
Tennessee
$1.78M +$1.78M +10,808 New
EI
566
Ellevest Inc
New York
$1.78M +$1.65K +10 +0.1%
VFP
567
Verus Financial Partners
Virginia
$1.78M +$332 +2 +0%
M
568
MYeCFO
California
$1.76M +$114K +696 +7%
Lord, Abbett & Co
569
Lord, Abbett & Co
New Jersey
$1.76M +$1.76M +10,644 New
MWA
570
Monograph Wealth Advisors
California
$1.75M
CAM
571
Carret Asset Management
New York
$1.75M -$25.4K -154 -1%
AFG
572
Allegheny Financial Group
Pennsylvania
$1.74M +$718K +4,342 +70%
FPF
573
First Pacific Financial
Washington
$1.74M +$21.3K +129 +1%
EIA
574
Eldridge Investment Advisors
New Hampshire
$1.73M -$5.62K -34 -0.3%
SFA
575
Seneca Financial Advisors
New York
$1.73M +$11.6K +70 +0.7%